New Initiatives: Next Gen Programs

Date: July 26, 2022 12:00-1:30PM ET

You’ve read the Next Gen Donor Learning:  Lessons for Effective Programs from Houston and the Field report and now what?  Join us for a Learning Community event where we will take a deeper dive into the strategies and tactics of leading your own next gen learning program.  We will highlight professionals currently running programs who can share firsthand experiences.  This will be an opportunity to ask specific questions from curriculum design and budgets to creating the organizational buy-in to support the program.

Program Professionals

Jennifer Touchet is Vice President of Personal and Family Philanthropy and leads Greater Houston Community Foundation's Center for Family Philanthropy, whose mission is to engage, educate, and inspire the next generations of donors and leaders. She helps design and facilitate next gen donor learning programs, strategic philanthropy efforts, and supports a growing peer-network of over 150 Next Gen alum. She also helped launch the Foundation's work with Generation Z who keeps everyone on their toes! She chaired and still serves on the Community Foundation advisory committee for the National Center for Family Philanthropy.

Alyson Wise is Senior Vice President and Philanthropy Advisor at Bessemer Trust. In this role, she provides guidance on negotiating major gifts, selecting charitable vehicles, developing grantmaking strategies and guidelines, governance best practices, succession planning, and engaging the next generation in philanthropy. She also helps to design and facilitate foundation board and multigenerational family meetings. Prior to joining Bessemer, Alyson served as Associate Director for the Rockefeller Foundation, leading strategy and programming related to jobs and economic empowerment. She leverages over ten years of experience consulting for family philanthropies and working in corporate, private, and operating foundations. She is an experienced facilitator and author of next generation grantmaking curricula. She has served on numerous boards and advisory groups including the 100,000 Opportunities Initiative and the Mayor’s Alliance for NYC’s Animals Taking Animals into Loving Spaces (TAILS). Alyson earned an M.P.A. from New York University, where she was a Lisa Goldberg Philanthropy fellow, and a B.A. from Sarah Lawrence College..

Jaynie Levinson is the Women’s Philanthropy Director at the Jewish Federation of Cincinnati. Prior to her role working with women, she spent 3.5 years overseeing the Jewish Federation’s Young Adult Division. Today, she continues to manage the new staff member overseeing young adult engagement. Jaynie's role is to work with leadership development programs, fundraising, donor development and manage the engagement strategy for women of all ages. Jaynie is originally from Pittsburgh, PA and in August 2017 returned back to Cincinnati after 10 years. Jaynie has been married for almost a year to her husband David who also works in Jewish communal life. In her free time, Jaynie loves to travel, stay active, host friends and family for brunch and spend time with their golden retriever, yellow lab mix dog, Coney.

Fee: Free
Learning Community Event

Members of the Learning Community are welcome to join this event.

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New Initiatives: Next Gen Programs – July 26, 2022

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Testimonials.


This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!

Jen Laun

CFP ®

21/64
2020-08-24T15:34:04-04:00

Jen Laun

CFP ®

This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
21/64
2017-07-03T17:46:03-04:00
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
21/64
2017-07-03T17:46:49-04:00
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!

Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
21/64
2017-08-15T10:53:05-04:00
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64
2017-08-15T10:54:14-04:00

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.
Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.

201 Training Participant

21/64
2017-08-16T14:46:42-04:00

201 Training Participant

Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.
The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.

201 Training Participant

21/64
2017-08-16T14:47:38-04:00

201 Training Participant

The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.
The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.

201 Training Participant

21/64
2017-08-16T14:48:47-04:00

201 Training Participant

The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.
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